A global investment manager and financial planner since 1984

FIM Group and Mercer Advisors Announce Merger - Learn More

FIM Group, Mercer Advisors
and the Road Ahead

Please join us for a series of webinars to introduce our clients to Mercer Advisors' leadership team and describe for you our shared vision for the future. Each webinar is followed by a short Q&A session.

Our speakers will include:

  • Paul Sutherland President & CEO, FIM Group
  • Jeffrey Lokken, Managing Director, FIM Group Wisconsin
  • Barry Hyman, Managing Director, FIM Group Hawaii

After registering, you will receive a confirmation email with instructions for joining the webinar. 

Our Shared Vision for the Future

Tuesday, March 12, 2019, at 3pm ET

with David Welling, CEO, Mercer Advisors.

Investment Advisory Services

Tuesday, April 9, 2019, at 3pm ET 

with Don Calcagni, Chief Investment Officer at Mercer Advisors.

Family Wealth Services

Thursday, May 9, 2019 at 4pm ET 

with Jeremiah Barlow, Head of Family Wealth Services at Mercer Advisors.

About FIM Group

FIM Group has served clients as a global investment manager and financial planner since 1984. Our mission is to ensure that our clients have the resources they need to support the quality of life they desire. We believe in long-term investing that adopts a disciplined investment process. We emphasize protecting and sustaining our clients' wealth every bit as much as growing their assets.

Our team of over 25 individuals is dedicated to making the client experience as rewarding and fulfilling as possible. In addition to providing quality investment management, we offer clients financial planning and retirement services. discover more >


444 Hana Hwy,
Suite D
Kahului, HI 96732
p: 808.871.1006
f: 808.871.1433


111 Cass Street
Traverse City, MI 49684
p: 231.929.4500
f: 231.995.7999


1837 E. Main Street
Onalaska, WI 54650
p: 608.779.0300
f: 608.779.0304

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